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Upturn AI SWOT - About
Vanguard Russell 2000 Index Fund ETF Shares (VTWO)
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Upturn Advisory Summary
08/28/2025: VTWO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 23.84% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 69.17 - 98.18 | Updated Date 06/30/2025 |
52 Weeks Range 69.17 - 98.18 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Russell 2000 Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 2000 Index Fund ETF Shares (VTWO) seeks to track the investment results of the Russell 2000 Index, a benchmark of small-cap U.S. stocks. It offers diversified exposure to the small-cap segment, providing investors with a broad representation of smaller U.S. companies. The fund employs a passive management strategy, aiming to replicate the index's performance.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost index funds and long-term investment philosophy.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds, with a strong track record of tracking benchmark indices closely.
Investment Objective
Goal
To track the investment results of the Russell 2000 Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Russell 2000 Index.
Composition The ETF holds a diversified portfolio of small-cap U.S. stocks.
Market Position
Market Share: VTWO holds a significant market share within the Russell 2000 ETF category, reflecting its popularity and low-cost structure.
Total Net Assets (AUM): 13550000000
Competitors
Key Competitors
- IWM
- IJR
Competitive Landscape
The small-cap ETF market is competitive, with IWM and IJR being the main rivals to VTWO. VTWO benefits from Vanguard's low-cost advantage and brand reputation, while IWM has higher AUM. IJR offers a slightly different weighting methodology within the same small-cap space. However VTWO has the lowest Expense Ratio.
Financial Performance
Historical Performance: VTWO's historical performance closely mirrors the Russell 2000 Index, with returns varying based on market conditions and small-cap performance.
Benchmark Comparison: The ETF's performance closely tracks the Russell 2000 Index, with minimal tracking error due to its passive management strategy.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VTWO exhibits adequate liquidity with a reasonably high average trading volume, facilitating ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for VTWO is typically narrow, reflecting its high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks influence VTWO's performance.
Growth Trajectory
VTWO's growth trajectory is tied to the performance of the Russell 2000 Index and the overall small-cap market. There are no recent changes in strategy or holding.
Moat and Competitive Advantages
Competitive Edge
VTWO's competitive advantage lies in its low expense ratio, strong brand recognition from Vanguard, and precise tracking of the Russell 2000 Index. These factors make it a compelling choice for investors seeking cost-effective exposure to small-cap equities. The Vanguard effect, combined with broad diversification, helps VTWO attract investors looking for long-term, passive investments. It's a simple, efficient, and low-cost way to access the small-cap market segment.
Risk Analysis
Volatility
VTWO can exhibit higher volatility compared to large-cap ETFs due to the inherent risks associated with small-cap stocks.
Market Risk
VTWO is subject to market risk, reflecting fluctuations in the overall stock market and the specific vulnerabilities of small-cap companies.
Investor Profile
Ideal Investor Profile
The ideal investor for VTWO is someone seeking diversified exposure to the U.S. small-cap market and willing to accept the associated volatility.
Market Risk
VTWO is suitable for long-term investors seeking passive exposure to small-cap stocks and those who are comfortable with market fluctuations.
Summary
The Vanguard Russell 2000 Index Fund ETF Shares (VTWO) offers a low-cost and efficient way to gain broad exposure to the U.S. small-cap market. It closely tracks the Russell 2000 Index, providing investors with a diversified portfolio of smaller companies. VTWO's primary advantage is its low expense ratio, making it an attractive option for cost-conscious investors. However, investors should be aware of the higher volatility associated with small-cap stocks. Overall, VTWO is a solid choice for long-term investors seeking passive exposure to this important market segment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions and fund performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Russell 2000 Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund advisor employs an indexing investment approach designed to track the performance of the Russell 2000® Index. The index is designed to measure the performance of small-capitalization stocks in the United States. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.